CRM Integrations
Native Salesforce and HubSpot integrations. Three-click OAuth. Writes back as the rep — your CRM permission model is fully respected.
BlueReef connects to your CRM, call recording platform, and automation tools. Three clicks to connect. No middleware. Your agent starts working with your data the moment you connect.
BlueReef writes to your CRM — it doesn't replace it. Every note, call log, and stage update is attributed to the rep who owns the deal. Managers see the same data they always did.
Connect Salesforce or HubSpot with a three-click OAuth flow. The agent syncs pipeline data and logs calls using the rep's own credentials.
Your CRM permission model is fully respected. If a rep can't see Enterprise deals, neither can their agent.
Salesforce
Connected as alex@bluereef.ai
HubSpot
Not connected
Call ends on Zoom / Gong
Webhook to BlueReef
Agent Processes Transcript
Your team records calls on Gong, Zoom, Fireflies, or Fathom. When the recording is processed, the transcript arrives at BlueReef automatically via webhook.
No manual upload. No copy-paste. No waiting.
Within minutes, the agent has the full conversation: CRM note created, coaching debrief generated, deal plan updated. The aftermath is handled before the rep starts the next call.
Need to post a Slack notification when a deal hits At Risk? Trigger a workflow when a new plan is created? Connect through Zapier or n8n.
BlueReef supports MCP connections to both platforms. Configure them right in the UI — no config files, no local setup.
Zapier for the broadest library. n8n for full self-hosted control.
Zapier
8,000+ apps
n8n
Open-source & self-hosted
For teams that want full control over their AI infrastructure, BlueReef integrates with OpenClaw — an open-source agent gateway that runs locally on your machine.
When connected, chat routes through OpenClaw's runtime with local memory search and skill execution. When the gateway is offline, BlueReef falls back to its built-in AI seamlessly.
OpenClaw is an option for power users, not a requirement. The agent works either way.
BlueReef integrates natively with the CRMs, communication tools, and automation platforms your revenue team already runs on.
Salesforce
HubSpot
Zapier
Google Calendar
Google Drive
Gmail
OpenAI
Claude
OpenClaw
Native Salesforce and HubSpot integrations. Three-click OAuth. Writes back as the rep — your CRM permission model is fully respected.
Gong, Zoom, Fireflies, and Fathom transcripts arrive via webhook. Google Calendar, Gmail, and Google Drive sync bidirectionally for meeting context and artifact storage.
Zapier and n8n via MCP for 8,000+ apps. OpenClaw for self-hosted agent runtime. OpenAI and Claude for the model layer.
See how BlueReef connects to your CRM, call recording, and automation stack — and starts working with your data the moment you connect.